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21 August 2017 17:30United Spaces

A unique opportunity to invest in fintech

"Kinnevik invests USD 65 Million in Betterment"

or

"Venture capital investment in financial technology companies grew 38 percent globally in second quarter of 2017".

You have probably seen the headlines!? Fintech is hot! But, fintech investments have been reserved for VCs and larger institutions. Up until now, but...

Sharpfin, a provider of wealth management systems with the vision to fully automate the wealth management business, has selected the crowd funding platform Invesdor for our funding of up to 5 MSEK. This now makes it possible, for everyone, to invest in this promising fintech company.

Sharpfin and Katalysen & Partners are inviting you exclusively to this event. A very warm welcome!

Agenda

We are starting the event at 17.30 in the premises of United Spaces with speaches starting at 18.00. Drinks and snacks will be served during the evening.

  • 18.00 - Introduction to Invesdor and Swedish market entry
    • Peter Moore, Equity Director, Invesdor
    18.15 - Opportunities for Sharpfin in the European market
    • Heiner Weber, Board Member, Sharpfin / Managing Partner, Katalysen
  • 18.30 - Next Generation of Wealth Management Systems
    • Markus Alin, CEO Sharpfin
  • 18.50 - Launch of the Sharpfin Crowdfunding Round

RSVP as soon as possible since the seats are limited, however latest 17 of August.


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Peter Moore
Equity Director, Invesdor

Peter is Country Manager for Sweden and Norway for Finnish-based equity crowdfunding firm, Invesdor. He started his career in finance in London, spending 8 years at UBS Wealth Management on the investment management team. He was a portfolio manager for high net worth individuals and institutions, focusing on non-profit and charity portfolios. After moving to Helsinki in 2014, he got infected by the fledgling start-up scene and soon found Invesdor. He started with helping the company start out in UK and Norway, shifting focus to Sweden at the beginning of this year.

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Heiner Weber
Managing Partner, Katalysen & Partners

Heiner has a vast network in the Swiss Wealth Management scene and is
currently working as an advisor to family offices. Prior to that,
Heiner was the Managing Partner of Tell Monaco, a next generation asset
manager and investment banking boutique. Heiner has spent the majority
of his professional career in the top management of well known Swiss
financial institutes and has possessed positions such as:

Head of Geneva Branch of Falcon Private Bank

Managing Director of Lombard Odier, a private bank targeting Ultra High Net Worth Individuals (UHNW) from Geneva

Team Leader of UHNW bankers at UBS Wealth Management

Further more Heiner has worked as a derivatives trader and successful
Entrepreneur as the co-founder of the pan-European options
market-making firm Servisen Trading AG.

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Markus Alin
CEO, Sharpfin

Markus has a Master’s degree in Computer Science from Sweden’s Linköping

Institute of Technology and has studied Economics at Switzerland’s
University of St. Gallen. After completing his thesis, Markus served as
IT architect at Credit Suisse Asset Management.  In 2001, Markus joined
the startup financial software provider Swissrisk AG. As part of their
management team, Markus played a vital role in growing the company from
three to 120 employees while acquiring clients such as Dresdner
Bank/Commerzbank, Züricher Kantonalbank and UBS. In 2010, Markus became
CEO of the Swedish portfolio management system provider, Triental AB,
where his leadership contributed to increasing Triental’s turnover by
more than 400% in three years.

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